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Calamos Nasdaq Autocall ETF (CAIQ)

CUSIP: 12811T530 | NYSE | 81 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Calamos Wealth Management LLC1,832,214
1.4% of portfolio›$48.0M
Strategic Blueprint, LLC412,475
0.5% of portfolio›$10.8M
Cornerstone Wealth, LLC355,437
4.2% of portfolio›$8.7M
Diversify Advisory Services, LLC280,977
0.1% of portfolio›$7.1M
Diversify Wealth Management, LLC280,977
0.1% of portfolio›$7.1M
Commonwealth Equity Services, LLC275,254
0.0% of portfolio›$7.2M
Elevation Point Wealth Partners, LLC260,135
0.1% of portfolio›$6.8M
Redhawk Wealth Advisors, Inc.204,845
0.5% of portfolio›$5.4M
Haven Private, LLC193,111
2.0% of portfolio›$5.1M
Onyx Bridge Wealth Group LLC178,935
0.4% of portfolio›$4.7M
Chicago Partners Investment Group LLC153,990
0.1% of portfolio›$3.8M
Independent Financial Group, LLC102,083
0.0% of portfolio›$2.7M
Brookstone Capital Management74,992
0.0% of portfolio›$2.0M
Simplicity Wealth,LLC70,837
0.1% of portfolio›$1.9M
Welch Financial Planning, LLC60,402
0.9% of portfolio›$1.6M
Winnacle Wealth LLC55,166
1.0% of portfolio›$1.4M
Claro Advisors Inc.54,027
0.1% of portfolio›$1.4M
Wedbush Securities Inc49,931
0.0% of portfolio›$1.3K
Calamos Advisors LLC47,480
0.0% of portfolio›$1.2M
Family Office Research LLC45,380
0.5% of portfolio›$1.2M
LexAurum Advisors, LLC35,658
0.1% of portfolio›$933.9K
Kingswood Wealth Advisors, LLC33,462
0.0% of portfolio›$876.4K
Cambridge Investment Research Advisors, Inc.33,396
0.0% of portfolio›$875
Beacon Financial Advisory LLC31,249
0.2% of portfolio›$818.4K
Secure Asset Management, LLC29,466
0.1% of portfolio›$771.7K
VestGen Advisors, LLC26,406
0.0% of portfolio›$691.6K
Grantvest Financial Group LLC26,291
0.4% of portfolio›$688.6K
World Equity Group, Inc.20,000
0.2% of portfolio›$523.8K
Wealthcare Advisory Partners LLC19,879
0.0% of portfolio›$520.6K
Wealth Enhancement Advisory Services, LLC19,561
0.0% of portfolio›$509.0K
Tucker Asset Management LLC19,293
0.1% of portfolio›$505.3K
M Holdings Securities, Inc.17,195
0.0% of portfolio›$407
HBW Advisory Services LLC16,744
0.0% of portfolio›$438.5K
Palacios Wealth Management, LLC16,559
0.2% of portfolio›$433.7K
CoreCap Advisors, LLC14,550
0.0% of portfolio›$381.1K
Accurate Wealth Management, LLC11,555
0.0% of portfolio›$299.0K
Kestra Private Wealth Services, LLC11,335
0.0% of portfolio›$296.9K
WealthTrust Asset Management, LLC10,347
0.1% of portfolio›$271.0K
MRA Advisory Group9,158
0.1% of portfolio›$239.8K
Maia Wealth LLC8,012
0.0% of portfolio›$209.8K
IFP Advisors, Inc7,997
0.0% of portfolio›$209.4K
Able Wealth Management LLC7,944
0.0% of portfolio›$207.8K
Farther Finance Advisors, LLC6,926
0.0% of portfolio›$181.4K
Wolff Wiese Magana LLC3,261
0.0% of portfolio›$85.4K
Essential Investment Partners LLC2,350
0.0% of portfolio›$61.5K
GK Wealth Management LLC1,000
0.0% of portfolio›$26.2K
Realta Investment Advisors500
0.0% of portfolio›$13.1K
Acumen Wealth Advisors, LLC5
0.0% of portfolio›$131
StyleTurnoverLocationFiled
Calamos Wealth Management LLC
1,832,214$48.0M1.4%GrowthMediumNaperville, IL2026-11-02
Strategic Blueprint, LLC
412,475$10.8M0.5%ETFLowAtlanta, GA2026-10-22
Cornerstone Wealth, LLC
355,437$8.7M4.2%ETFMediumGreeneville, TN2026-10-28
Diversify Advisory Services, LLC
280,977$7.1M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
280,977$7.1M0.1%GrowthMediumSandy, UT2026-10-20
Commonwealth Equity Services, LLC
275,254$7.2M0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
260,135$6.8M0.1%CoreHighDenver, CO2026-11-05
Redhawk Wealth Advisors, Inc.
204,845$5.4M0.5%ETFHighMinneapolis, MN2026-10-14
Haven Private, LLC
193,111$5.1M2.0%ETFMediumOrlando, FL2026-10-27
Onyx Bridge Wealth Group LLC
178,935$4.7M0.4%ETFMediumTarrytown, NY2026-10-16
Chicago Partners Investment Group LLC
153,990$3.8M0.1%GARPLowChicago, IL2026-10-27
Independent Financial Group, LLC
102,083$2.7M0.0%GrowthLowSan Diego, CA2026-10-13
Brookstone Capital Management
74,992$2.0M0.0%ETFMediumWheaton, IL2026-10-22
Simplicity Wealth,LLC
70,837$1.9M0.1%ETFLowSummit, NJ2026-10-23
Welch Financial Planning, LLC
60,402$1.6M0.9%CoreMediumBoulder, CO2026-11-06
Winnacle Wealth LLC
55,166$1.4M1.0%CoreMediumWaco, TX2026-10-15
Claro Advisors Inc.
54,027$1.4M0.1%CoreLowBoston, MA2026-11-02
Wedbush Securities Inc
49,931$1.3K0.0%CoreLowPasadena, CA2026-10-22
Calamos Advisors LLC
47,480$1.2M0.0%GrowthMediumNaperville, IL2026-11-02
Family Office Research LLC
45,380$1.2M0.5%ETFLowBethesda, MD2026-10-14
LexAurum Advisors, LLC
35,658$933.9K0.1%ETFLowOverland Park, KS2026-10-19
Kingswood Wealth Advisors, LLC
33,462$876.4K0.0%GrowthLowSan Diego, CA2026-10-23
Cambridge Investment Research Advisors, Inc.
33,396$8750.0%ETFLowFairfield, IA2026-11-02
Beacon Financial Advisory LLC
31,249$818.4K0.2%ETFLowCleveland, OH2026-10-16
Secure Asset Management, LLC
29,466$771.7K0.1%GrowthMediumTroy, MI2026-10-19
VestGen Advisors, LLC
26,406$691.6K0.0%GrowthMediumChicago, IL2026-10-27
Grantvest Financial Group LLC
26,291$688.6K0.4%ETFLowMatawan, NJ2026-10-21
World Equity Group, Inc.
20,000$523.8K0.2%GrowthMediumSchaumburg, IL2026-10-14
Wealthcare Advisory Partners LLC
19,879$520.6K0.0%ETFLowWest Chester, PA2026-10-21
Wealth Enhancement Advisory Services, LLC
19,561$509.0K0.0%CoreLowPlymouth, MN2026-10-13
Tucker Asset Management LLC
19,293$505.3K0.1%ETFMediumLittleton, CO2026-10-29
M Holdings Securities, Inc.
17,195$4070.0%ETFHighPortland, OR2026-11-03
HBW Advisory Services LLC
16,744$438.5K0.0%ETFMediumSimi Valley, CA2026-10-15
Palacios Wealth Management, LLC
16,559$433.7K0.2%Agg GrowthVery LowOrmond Beach, FL2026-11-04
CoreCap Advisors, LLC
14,550$381.1K0.0%ETFMediumSouthfield, MI2026-10-08
Accurate Wealth Management, LLC
11,555$299.0K0.0%CoreMediumWesley Chapel, FL2026-10-20
Kestra Private Wealth Services, LLC
11,335$296.9K0.0%GrowthLowAustin, TX2026-10-30
WealthTrust Asset Management, LLC
10,347$271.0K0.1%GARPMediumDestin, FL2026-10-22
MRA Advisory Group
9,158$239.8K0.1%ETFMediumParsippany, NJ2026-10-07
Maia Wealth LLC
8,012$209.8K0.0%ETFMediumDenver, CO2026-10-19
IFP Advisors, Inc
7,997$209.4K0.0%GrowthLowTampa, FL2026-10-16
Able Wealth Management LLC
7,944$207.8K0.0%ETFMediumToms River, NJ2026-10-13
Farther Finance Advisors, LLC
6,926$181.4K0.0%IndexLowSan Francisco, CA2026-10-08
Wolff Wiese Magana LLC
3,261$85.4K0.0%GrowthLowCarslbad, CA2026-10-15
Essential Investment Partners LLC
2,350$61.5K0.0%GrowthLowEnglewood, CO2026-10-27
GK Wealth Management LLC
1,000$26.2K0.0%GARPVery HighReno, NV2026-10-09
Realta Investment Advisors
500$13.1K0.0%GrowthMediumWilmington, DE2026-10-14
Acumen Wealth Advisors, LLC
5$1310.0%GrowthHighChattanooga, TN2026-11-05